Client Referral Form
Company Name
*
Sales Consultant
*
First Name
Last Name
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Client Details
How many applicants?
*
Is the client buying in a LTD/LLP Company, if so what is the name?
*
Name of main contact
*
First Name
Last Name
Nationality
*
Country of residence
*
Email
*
example@example.com
Phone number
*
-
Area Code
Phone Number
Does the client have any mortgages
*
Yes, residential only
Yes, residential and BTL
BTL only
None
Address of property to be purchased/remortgaged
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Type of purchase
*
Buy to Let
Other
Has reservation fee been paid?
*
Yes
No
Other
Purchase price
*
Deposit funds available?
Source of deposit
Gifted/Savings/Remortgage/Loan/Abroad/UK
Any other information we should be aware of (2nd applicant name and contact details)
Upload File (Reservation Form, Memorandum Of Sale)
Submit
Should be Empty: